The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 BBG00B3T3HD3 4,547,000 100,000 SH   SOLE 100,000 0 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 45,470,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 44,045,000 500,000 SH Call SOLE 500,000 0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 44,045,000 500,000 SH Call SOLE 500,000 0 0 0
AMBARELLA INC SHS G037AX101 BBG001QZCPJ2 57,561,000 700,000 SH Call SOLE 700,000 0 0 0
ANGEL OAK MTG INC COM 03464Y108 BBG0113S8MK2 4,730,000 1,000,000 SH   SOLE 1,000,000 0 0 0
BARCLAYS PLC ADR 06738E204 BBG000BCZ341 23,400,000 3,000,000 SH   SOLE 3,000,000 0 0 0
BARCLAYS PLC ADR 06738E204 BBG000BCZ341 7,800,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
BARCLAYS PLC ADR 06738E204 BBG000BCZ341 23,400,000 3,000,000 SH Call SOLE 3,000,000 0 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 BBG00N2K3XL3 2,223,000 900,000 SH   SOLE 900,000 0 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KP80 21,755,000 500,000 SH   SOLE 500,000 0 0 0
CAMECO CORP COM 13321L108 BBG000DSZTN6 11,335,000 500,000 SH   SOLE 500,000 0 0 0
CATERPILLAR INC COM 149123101 BBG000BF0K17 47,912,000 200,000 SH Put SOLE 200,000 0 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 31,661,000 700,000 SH   SOLE 700,000 0 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 90,460,000 2,000,000 SH Call SOLE 2,000,000 0 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 32,220,000 2,000,000 SH   SOLE 2,000,000 0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 32,860,000 1,000,000 SH   SOLE 1,000,000 0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 32,860,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 34,560,000 3,000,000 SH   SOLE 3,000,000 0 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 46,080,000 4,000,000 SH Call SOLE 4,000,000 0 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 BBG000BG3TV0 21,860,000 2,000,000 SH   SOLE 2,000,000 0 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGD99 9,240,000 2,400,000 SH   SOLE 2,400,000 0 0 0
FIRST SOLAR INC COM 336433107 BBG000BFL116 74,895,000 500,000 SH Call SOLE 500,000 0 0 0
FLOTEK INDS INC DEL COM 343389102 BBG000C3TFS4 2,240,000 2,000,000 SH   SOLE 2,000,000 0 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 34,660,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 34,660,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
FORD MTR CO DEL COM 345370860 BBG000BQPC32 55,316,500 5,000,000 SH Call SOLE 5,000,000 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 38,000,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 33,640,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 11,165,000 1,100,000 SH   SOLE 1,100,000 0 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 20,300,000 2,000,000 SH Call SOLE 2,000,000 0 0 0
GREEN PLAINS INC COM 393222104 BBG000KYNTQ5 24,400,000 800,000 SH   SOLE 800,000 0 0 0
GREENBROOK TMS INC COM NEW 393704309 BBG00MNZRMV6 1,351,000 700,000 SH   SOLE 700,000 0 0 0
KB HOME COM 48666K109 BBG000BMLWX8 12,654,610 397,319 SH   SOLE 397,319 0 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 BBG00FFJY867 11,403,000 2,100,000 SH   SOLE 2,100,000 0 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ153 37,040,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0F0 2,428,000 100,000 SH   SOLE 100,000 0 0 0
NOV INC COM 62955J103 BBG000BJX8C8 20,890,000 1,000,000 SH   SOLE 1,000,000 0 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG000BS6FX9 10,650,000 1,000,000 SH   SOLE 1,000,000 0 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG000BS6FX9 10,650,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG000BS6FX9 10,650,000 1,000,000 SH Put SOLE 1,000,000 0 0 0
PITNEY BOWES INC COM 724479100 BBG000BQTMJ9 7,600,000 2,000,000 SH   SOLE 2,000,000 0 0 0
SENSEONICS HLDGS INC COM 81727U105 BBG00BR4Q8D7 7,210,000 7,000,000 SH   SOLE 7,000,000 0 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 BBG001LKFKJ8 3,320,000 1,000,000 SH   SOLE 1,000,000 0 0 0
SNAP INC CL A 83304A106 BBG00441QMJ7 8,950,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
SONENDO INC COM 835431107 BBG002082QR8 4,315,750 1,525,000 SH   SOLE 1,525,000 0 0 0
SSR MNG INC COM 784730103 BBG000C0RWX9 31,340,000 2,000,000 SH   SOLE 2,000,000 0 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 7,206,000 300,000 SH Call SOLE 300,000 0 0 0
TELOS CORP MD COM 87969B101 BBG000BK34C7 8,653,000 1,700,000 SH   SOLE 1,700,000 0 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG000BH5LT6 13,680,000 3,000,000 SH   SOLE 3,000,000 0 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 24,730,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 24,730,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG000M65M61 37,700,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
VALE S A SPONSORED ADS 91912E105 BBG000BN5LG7 16,970,000 1,000,000 SH Call SOLE 1,000,000 0 0 0
VENUS CONCEPT INC COM 92332W105 BBG001YK8KJ2 1,600,000 5,000,000 SH   SOLE 5,000,000 0 0 0